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September ESIG Meeting

September 14, 2017
11:30 AM - 1:00 PM
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La Griglia
2002 W Gray Street
Houston, TX 77019
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Many small business owners find themselves spending more time focused on keeping the lights on rather than implementing strong business models, and they cannot say with confidence that they will be able to retire successfully and pass the business on to the next generation. On September 14, two seasoned professionals will offer their insights for eliminating those concerns and giving owners the chance to focus on their passion for their business.

Shelley Nadel, CFP®, ADPA®, CLTC®, LUTCF
Shelley Nadel, CFP®, ADPA®, CLTC®, LUTCF
, will discuss practical retirement strategies for small business owners, specifically how to increase their retirement savings and minimize taxes. 

Jess Bailey, J.D.
Jess Bailey, J.D.,
will talk about “the 3 Cs” for small businesses (Clients, Collections and Contracts), all of which will help owners develop more cost-effective strategies for improving profits and avoiding inefficiencies.

Afterwards, there will be a Q&A session for participants to address their specific concerns. Both speakers will be available after the lunch meeting for follow-up.

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Shelley Leavitt Nadel, CFP®, CLTC®, ADPA®, LUTCF, is an independent Financial Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner affiliated with broker/dealer FSC Securities Corporation and does business under the name Financial Success Strategies.  Her firm offers comprehensive financial planning services, including client-specific strategies for: investments, retirement, insurance, tax minimization, business succession, and estate planning. She has specialties in long-term care planning, insurance strategies, and financial strategies for the unique circumstances of same sex or unmarried heterosexual couples.

Services available from Financial Success Strategies include personalized financial coaching, robust financial plans, fee-based investment management, and purchase of insurance products.  Mrs. Nadel also is available to conduct financial literacy seminars for employee networks, community organizations, and informal gatherings of friends and colleagues who have questions about their personal finances.

Mrs. Nadel is passionate about giving clients candid and straight-talking advice about how to lead a successful financial life that puts those clients in control of their money rather than the other way around.  Her practice focuses on helping professionals and small business owners apply the same excellence to their personal finances that they employ every day in their work environment. This integrated approach can be extremely valuable for busy professionals who want an advisor to put all their financial planning needs into one coordinated strategy.

Mrs. Nadel likes to say that volunteering is in her DNA, and she has supported nonprofit organizations in her community for over 40 years. Past leadership roles include Chair of the Greater Houston Partnership’s Women’s Business Alliance and Board member of the Women’s Energy Network; for WEN she also served as their 20th Anniversary Chair.  Currently, she is an Apple Corps Adult Leader for the Houston Food Bank and PTO President for the Energy Institute High School in Houston. 

Mrs. Nadel is a native Houstonian. She graduated from St. John’s and earned her Bachelor of Arts from Dartmouth College and a Master of Public Affairs from the University of Texas.

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Jess Bailey, J.D., is the managing attorney for Bailey Law Firm, which provides comprehensive legal services to both businesses and individuals.  Her practice focuses on the following areas; entity formation, business general counsel, contract drafting and negotiation, wills, trusts, pet trusts, estate planning, and real estate finance and transactions.

Her representation has covered transactions in a variety of industries including: construction, energy consulting, software and information technology, real estate, healthcare, media and photography, fashion and design, mortgage and banking services, gaming, heavy machinery, publishing, entertainment, and government affairs. She has extensive experience in contracts and negotiations.

For her community involvement, Mrs. Bailey currently serves on the board as a Director for Texas Association of Environmental Professionals (TAEP). She also is the Ex-Officio Director and legal counsel for the Houston Intercontinental Chamber of Commerce and serves on the Advisory Board of Operation Pets Alive and for the Lone Star College System Paralegal Program.  Ms. Bailey has received multiple awards from Houston organizations for leadership and excellence as a small business owner, including the BBB Award of Excellence for 2016 and 2017 and nominations for BBB’s Small Business of the Year three times.

Jess obtained a Bachelor of Science in Business Administration and a Minor in Biology from University of Missouri in St. Louis. She has a dual Master’s of Science from Nova Southeastern University (Ft. Lauderdale, Florida) in Coastal Zone Management and Marine Environmental Science and a Doctor of Jurisprudence degree from South Texas College of Law in Houston.

Tickets

$37.00 Member Ticket
$32.00 Earlybird rate before September 12

$43.00 Non-Member Ticket
$37.00 Earlybird rate before September 12